FAME Problems

Taxslayer Problems for Experienced Preparers (based on TP4F's TaxSlayer introductory problems in 2015) TY 2017  General Information for all FAME Problems.  (Switch to 2017 for prior year returns)  Problem   Intake  Scenario   Other   Printed   Notes  FAME-00 White   12/10/2017   11/01/2018   NJ Checklist 12/10/2017  Refund Monitor 11/01/2018  11/01/2018   A class problem.  Includes W-2, INT, DIV, 1099-R, SSA, 1099-G, W-2G, 1099-B and deductions   Modified 11/1/2018 to correct scenario, and refund monitor  FAME-01 Meadows  12/10/2017  12/10/2017  Pension Exclusion 12/10/2017  NJ Checklist 12/10/2017  12/11/2017  Includes W-2, INT, DIV, 1099-R, RRB-1099, 1098-E, and 1095-A  FAME-02 Scott  12/10/2017  7/18/2018  NJ Checklist 7/18/2018  11/2/2018  Includes W-2, INT, DIV, 1098-MISC, Sch. C, 1099-R, W-2G, and 1098-T. Printed report updated to reflect ACA exemption & NJ use tax. Thnx Andy  FAME-03 Thompson  12/10/2017  12/03/2017  Healthcare.gov Affordability Data  ACA Affordability Calculator  NJ Checklist 12/10/2017  11/7/2018  Includes W-2G, 1099-R, SSA, Broker Statement and deductions.  Printed report updated to reflect ACA exemption. Thanks again, Andy.  TY 2018  Read this first: General Information for all FAME Problems (Middlesex Versions)   Recommend to use a blank NJ Checklist for TaxSlayer for each problem.   Click here for the  NJ Checklist for TaxSlayer Job Aid.  Problem   Intake  Scenario   Other   Printed   Notes  FAME-01 Andrews  12/28/2018   12/28/2018  NJ Checklist *, Answer Notes *  *  SIngle Working Taxpayer, W2, INT, Unemployment, Student Loan,  FAME-02 Baker    12/28/2018  12/28/2018  NJ Checklist *, Answer Notes *  *  Single Working Parent, W2, INT, Disability, Gambling, 1099-C, Dependent Care  FAME -03 Caldwell    12/28/2018  12/28/2018  NJ Checklist *, Answer Notes *  *  Young Married Couple, W2, INT/DIV, IRA withdrawal, 1098-T, Schedule C, Estimated Payments    FAME-04 Davenport  12/28/2018  12/28/2018  NJ Checklist*, Answer Notes *  *  Senior Married Couple, Social Security, 1099-R, Land Rental, 1099-B, Brokerage Statements, K-1, Itemized Deductions  FAME-05 Thompson  12/28/2018  12/28/2018  NJ Checklist 12/28/2018  Answer Notes 12/28/2018  01/03/2019  Social Security, 1099-R, Broker Statements, Gambling, Deductions, 1099-LTC, ACA exemption  * A link to these files with answers available on request. Separate e-mail with instructions has been sent to all Middlesex counselors and trainees. FAME-01 - FAME-04 based on Core Problems developed by NJ TSR team. Original problems are available at TaxPrep4Free Core Exercises Page. Note: Please email any and all problems, corrections and requests to taxaidenj12@gmail.com.